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Fidelity Tactical Bond ETF

14 hedge funds and large institutions have $10.1M invested in Fidelity Tactical Bond ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
14
Holders Change
+3
Holders Change %
+27.27%
% of All Funds
0.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TWC
1
TD Waterhouse Canada
Ontario, Canada
$3.23M -$3.28K -67 -0.1%
Jane Street
2
Jane Street
New York
$1.92M +$1.37M +28,115 +254%
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$1.39M -$2.2M -44,988 -61%
Citadel Advisors
4
Citadel Advisors
Florida
$1.3M +$106K +2,168 +9%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.13M -$115K -2,359 -9%
BIS
6
BG Investment Services
Guam
$232K +$232K +4,738 New
Osaic Holdings
7
Osaic Holdings
Arizona
$228K -$15.2K -311 -6%
JWCA
8
J.W. Cole Advisors
Florida
$211K +$211K +4,307 New
PWA
9
Peterson Wealth Advisors
Utah
$202K +$202K +4,160 New
UBS Group
10
UBS Group
Switzerland
$113K +$113K +2,307 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$49K
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$23.2K +$7.82K +160 +51%
SS
13
Sunbelt Securities
Texas
$13.3K +$5.03K +103 +61%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$11.3K +$4.55K +93 +68%
KFP
15
KMG Fiduciary Partners
Ohio
-$6.18M -128,500 Closed